S3 WEALTH MANAGEMENT, LLC
CLERMONT, FLORIDA

S3 Wealth Management, LLC is a dedicated financial advisory firm founded in 1984 with a mission encapsulated in its core philosophy: 'Strategic-Sustainable-Sacred'. This guiding principle steers the company's efforts to inspire clients towards 'True Wealth' through robust education, effective communication, and superior service that consistently surpasses client expectations. The wealth management solutions provided by S3 Wealth are comprehensive, encompassing a wide range of investment strategies and financial planning services designed to cater uniquely to each client’s individual goals. Headquartered in Clermont, Florida, with operations managed under the umbrella of WEALTHPLAN, INC. and IT'S IN THE VAULT, INC., S3 Wealth Management operates as an LPL Financial Registered entity. This status permits them to conduct securities business across selected states including Arizona, California, Connecticut, Florida, Illinois, Georgia, North Carolina, New Jersey, Nevada, New York, Pennsylvania, Tennessee, Texas, and Virginia. The company was incorporated on March 28, 2017 (Florida Filed Number: L17000071538) and maintains its headquarters at 12813 BRIAN CIRCLE, Clermont, FL. To assist clients, S3 Wealth Management offers several contact numbers including (954) 233-1961, (877) 719-3258, and (954) 252-3998. More information can be found on their website at s3wealthmanagement.com. The firm's commitment to integrity, professional knowledge, and transparency establishes its role as a trusted advisor for clients pursuing personalized wealth management solutions.